CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
Tesla
TSLA
+$274K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23K ﹤0.01%
112
252
$22K ﹤0.01%
100
+90
253
$22K ﹤0.01%
55
+10
254
$22K ﹤0.01%
470
+170
255
$21K ﹤0.01%
1,155
256
$21K ﹤0.01%
284
+100
257
$21K ﹤0.01%
1,010
+500
258
$21K ﹤0.01%
100
259
$21K ﹤0.01%
175
+75
260
$20K ﹤0.01%
200
-50
261
$20K ﹤0.01%
+100
262
$20K ﹤0.01%
65
+33
263
$19K ﹤0.01%
15
-2
264
$19K ﹤0.01%
596
265
$18K ﹤0.01%
+384
266
$18K ﹤0.01%
100
267
$18K ﹤0.01%
500
268
$18K ﹤0.01%
295
+249
269
$18K ﹤0.01%
350
270
$17K ﹤0.01%
425
271
$17K ﹤0.01%
400
-79
272
$17K ﹤0.01%
+219
273
$17K ﹤0.01%
+300
274
$17K ﹤0.01%
20
+15
275
$17K ﹤0.01%
159
9 10
11
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